Roncelli Plastics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Roncelli Plastics, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roncelli Plastics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Roncelli Plastics, Inc. under EIN 95-2658203 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $8,539,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roncelli Plastics, Inc.
EIN
95-2658203
Plan number
001
Plan type
2
Location
Monrovia, CA
Latest filing year
2023
Participants
151
End-of-year plan assets
$8,539,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20250127163024NAL0007800099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,539,503
Total liabilities (EOY)
$0
Net assets (EOY)
$8,539,503
Net assets (BOY)
$7,615,283

Income & contributions

Employer contributions
$455,251
Participant contributions
$556,404
Total contributions
$1,130,326
Total income / additions
$2,269,986

Expenses & distributions

Benefits paid
$1,262,354
Administrative expenses
$83,412
Total expenses
$1,345,766
Net increase / (decrease)
$924,220

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,153$02023
Ameriprise Financial Service IncOTHER SERVICES$0$16,6902023

Related Form 5500 pages